To start creating a new register, first locate the blue sidebar on the left-hand side of your screen and click on it. This will expand the sidebar and reveal the Registers Navigation section.
In the Registers Navigation, find the plus (+) button next to the 'Register' label. Click on this button to begin the process of creating a new register.
A registration form will then appear. Fill out this form with detailed information to clearly define the purpose of your register. Make sure to assign a unique and descriptive name to your register and provide a comprehensive description to ensure clarity.
Set the notification preferences for your register. This will determine how members are alerted to updates, discussions, and any shared content related to the register.
Once you have configured your register, share it with your company’s members to facilitate collaboration and access.
Define the roles for group members by specifying whether they will have editing privileges, Admin access, or viewing rights only.
It is important to note that a single register can have multiple users with admin access, which helps maintain corporate memory and ensures that critical information is managed effectively.
After completing all selections and configurations, click the 'Save' button to finalise and complete the creation of your register.